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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,073 | $54,045-72.1% | $115,170-86.9% | $65,185-76.9% |
| Participation rate | 50.9% | 63.5%-12.6pp | 75.9%-25.0pp | 70.2%-19.3pp |
| Annual return | 0.00% | 26.55%-26.5pp | 35.60%-35.6pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,409 | $2,504+116.0% | $4,169+29.7% | $3,514+53.9% |
| Admin fee / account holder | $111 | $626-82.2% | $7,089-98.4% | $847-86.8% |